-2.png?width=132&height=32&name=slatecx-logo%20(1)-2.png){kind=small}
A Better Approach
"Create a Better Experience for Everyone"
With SlateCX, AI, your prospects and your team work together - driving engagement, accelerating conversion and building lasting customer relationships
Results You Can Expect
Higher
Conversion Rates
Prospects convert at the right moment
Better
Prospect Engagement
Give prospects a reason to return to your site
Shorter
Sales Cycles
Make the journey easier for your prospects
For HubSpot Users
Are you spending big bucks to drive prospects to HubSpot Forms but few convert and even fewer engage?
The average B2B form converts at 2–3%. That means 97 out of 100 visitors you paid to bring to your site leave without becoming a lead.
SlateCX gives you two ways to fix this — without replacing your existing HubSpot setup.
Replace the Form Entirely
Let a Slate Agent have the conversation instead. It qualifies the prospect naturally, captures their intent, and routes them to your sales team — no gate, no friction.
- AI-powered qualification in natural conversation
- Contact info captured at peak engagement
- Auto-routing to your HubSpot CRM
- Higher intent leads, fewer dead ends
Keep Your Form. Upgrade What Comes After.
Your HubSpot form stays exactly as-is. But instead of a thank-you page and a PDF link, prospects land in a Slate workspace built around their needs.
- Ask questions about the content they just downloaded
- Get AI-matched follow-up resources for their role
- Invite teammates to co-evaluate together
- Engage directly with a live sales rep when ready
Both options connect directly to your existing HubSpot workflows — no rip-and-replace required.
Benefits for B2B Marketers
One platform. Five ways to turn conversations into pipeline.
SlateCX is more than a chatbot. It's a Buyer Engagement Platform with persistent workspaces that your buyers and customers come back to — on your website, after every meeting and event, and inside the products they already use.
A Buyer Agent that builds the prospect's journey — and remembers it.
Drop SlateCX onto any page. As prospects ask questions, the agent quietly builds them a personal Slate — saving content, capturing context, and waiting for their return. No login. No starting over.
What's different
-
Every conversation becomes a Slate The agent doesn't just chat — it curates. Each relevant doc, video, or template gets pinned to the prospect's personal workspace.
-
Persistent across visits When the prospect returns — same browser, same device, or via a magic link — their Slate is waiting. Conversation history, saved assets, all of it.
-
Captures journey signal, not just transcripts Sales sees what the prospect asked, which assets they opened, where they stalled, and which use cases lit them up — before the first call.
-
Hands off to sales when intent fires Pricing pages, demo asks, ROI questions — the agent recognizes signal and routes to the right rep with full context attached.
Wake up cold prospects with a workspace built just for them.
SlateCX reads activity history from HubSpot — pages visited, emails opened, content downloaded, sales conversations — and uses it to assemble a personalized Slate. Send the link. Watch the dormant pipeline come back.
How it works
-
Pulls full activity from HubSpot Page views, email engagement, form submissions, prior chat history, sales notes, deal stage — every signal HubSpot has on the contact is fair game.
-
Generates a personalized workspace The agent assembles content, recommendations, and conversation starters based on the prospect's specific journey — not a generic email blast.
-
Delivered via the channel that already works Embed the Slate link in your HubSpot sequences, sales outreach, or LinkedIn DMs. One click, no login, instant relevance.
-
Writes engagement back to HubSpot Every question asked, asset opened, and minute spent in the Slate becomes a HubSpot activity. Lead scores update. Workflows fire. Sales gets pinged.
A bespoke Slate for every target account. Run hundreds in parallel.
Spin up one Slate per account in your ABM list — each with the content, conversation paths, and CTAs tuned to that buyer. Marketing sees who's engaging. Sales walks into the call already warm.
Why teams love it
-
One Slate per account, generated in bulk Upload your ABM list. SlateCX assembles a personalized workspace for each — branded, named, and pre-loaded with content matched to industry, stage, and use case.
-
Multiple stakeholders, one shared workspace Champion, economic buyer, end user — they all land in the same Slate with role-aware content. The account engages as a buying committee, not a string of disconnected leads.
-
Engagement signal marketing can actually use See which accounts are heating up at a glance — what they asked, what they watched, who's looped in. Replace vague "intent data" with first-party conversation signal.
-
Warm handoff to sales, with full context When an account crosses an engagement threshold, the rep gets pinged with a summary: who's involved, what they care about, where the gaps are. No more cold "just checking in" emails.
Send a Slate, not a follow-up email no one reads.
After every meeting, demo, booth scan, or webinar — drop the attendee or buying team into a persistent Slate with the notes, action items, content, and proposals from the conversation. Then let them come back on their schedule, not yours.
What this replaces
-
The dead "great chatting today!" email Reps send a Slate link instead. Notes, action items, the proposal, the recording — all in one shared workspace the buyer can actually navigate weeks later.
-
Forwarding chains across the buying team One Slate, shared with the whole committee. Champion, economic buyer, IT — they each land in the same workspace, with role-aware resources surfaced for each.
-
The follow-up that goes cold by Friday The Slate is persistent. The buyer can come back three weeks later, with budget cycles aligned, and pick up exactly where they left off — no "remind me what we discussed?" thread.
-
Lead retrieval and post-event blasts Scan a badge at the booth and the attendee is in their Slate within seconds. Webinar registrants get one auto-built with the recording, slides, and a path forward.
-
Vague "intent" reporting Every Slate carries the source — meeting, demo, booth, webinar — straight into HubSpot. Finally see which events and which reps actually source pipeline.
Give your customers an AI copilot inside your SaaS — without building one.
Embed the Slate Agent directly in your product UI to onboard new users, train them on features, and answer questions in context. Configured from your existing docs and content, live in days — without your team building an in-product copilot from scratch.
What you get
-
Context-aware onboarding The agent sees what page the user is on and what they're trying to do. Help is proactive, not buried in a knowledge base.
-
Trains users on new features Ship a feature, update the Slate, and your customers learn it without a single webinar. Walkthroughs adapt to their role and usage.
-
Deflects support tickets Most "how do I…" tickets never reach your inbox. The agent answers in-product using your docs, then escalates only what it can't solve.
-
Drops in with a single embed One script tag, a config file, and your help center as a source. No frontend rebuild. No vendor lock-in on your UI framework.
-
Surfaces product signal What are users stuck on? What features get the most questions? Every conversation is a usability study — without the scheduling.
One platform. Five places it pays off.
Run all five at once, or start with the use case that hurts most. The same Slate engine, the same content library, the same HubSpot sync — five new surfaces for your buyers and customers.
Slate available in a new tab
This Slate is configured to open in a dedicated tab for the best experience.
Open SlateHelp Prospects Discover Your Website
With SlateCX you can design your web content for maximum visibility. You can ungate your content so that search and AI engines give you higher rankings and more inclusion in AI answers.
Convert More Leads
Experiment with removing forms and letting the SlateCX agent collect prospect information during the course of a natural conversation. Prospects engage more freely when they're not confronted with barriers, leading to higher quality leads and better conversion rates.
Increase Engagement
Keep prospects actively involved throughout their buyer journey. Interactive workspaces encourage exploration, team collaboration, and deeper engagement with your solutions.
Put Your Best Foot Forward
Your prospects want to do their own deep research - about solutions available to them and their strengths and weaknesses. With SlateCX they can do this while you supply the AI Agent with the most relevant information about your product and brand.
Help Your Reps Engage
When prospects are actively engaged and ready for sales interaction, SlateCX automatically invites your sales rep to join the team chat at exactly the right moment. No more cold calls - your reps enter warm conversations with prospects who are already engaged.
